The S&P 500 Software Index has lost roughly thirty percent since Q4 of last year -- and the financial media is blaming it all on artificial intelligence. But not every software company is facing the same threat -- and if you have been selling based on headlines -- you may be making one of the most expensive mistakes of this market cycle. Today I am breaking down exactly which companies deserve to fall -- which ones are being thrown out unfairly -- and what the Citrini Research report actually means for your private credit exposure.

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